Cranbourne Financial

Independent Financial Adviser  48B The Broadway, Hertfordshire, Potters Bar, EN6 2HW
First meeting at adviser's own cost
We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Stephen Comley
Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

About us

..Cranbourne Financial has been established since 1993 and has in excess of 75 years industry experience; we are based in the South East and mainly cover London and the Home Counties area. We advise on the full range of Financial Services and specialise in a number of areas, including pensions, investment, IHT and mortgages. Happy to arrange meetings at either our offices or at your home

Our services

At Cranbourne Financial we understand the importance of finding financial solutions for our clients through the different stages of their lives. Our approach is professional and friendly and we pride ourselves in offering a first rate service for all of our clients. We do this by building long-term relationships with our clients so that we can best understand their priorities and therefore make tailor-made recommendations.

Where to find us
Head office address: 48B The Broadway, Darkes Lane, Hertfordshire, EN6 2HW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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